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GDP Cut, Consumer Spending Slowing, Oil Drama in Hormuz
In this week’s Market Buzz, we discussed the latest revision to U.S. GDP, how the situation in the Strait of Hormuz is evolving and the…
My “Kick It and Pick It” Strategy for the AI Age
Today, let’s dive into the latest change on the AI block – the rise of agentic AI – and what it means for where the…
3 Stocks Smart Investors Are Buying Right Now
Markets have been a rollercoaster lately, as geopolitical tensions in the Middle East continue to create uncertainty and drive sharp swings in energy prices. So,…
This Oil Trade Looks Smart — But Isn’t
Since the U.S. attacked Iran on February 28, investors have poured a net $685 million into USO alone, reversing a negative $682 million outflow since…
No Memory, No AI – How to Play the Shortage
Micron’s memory technology is used, among other places, in artificial intelligence, data centers, computing, autos, and mobile devices. Today, the company is rallying as demand…
AI Is Running Out of Memory
AI may look like a software story. But in reality, it depends on physical inputs – and those don’t always keep up with demand. One…
The Hidden Consensus Forming on Wall Street – and How to Get In
I thought I was one of only a few contrarian voices speaking about AI’s emerging bottlenecks. But I’m actually joined by a growing chorus of…
The AI Memory Crunch Has Begun
In today’s guest essay, Eric explains specific bottlenecks that created massive gains during past tech booms, and why the same dynamic may now be unfolding…
Everyone Chased GPU Stocks, but Now AI Is Turning Elsewhere
There’s a fundamental change in compute needs thanks to the rise of agentic AI. Because AI agents are task-oriented, CPUs are the ideal fit for…
Everyone Thinks Big Tech Is In Trouble. The Data Disagrees.
Magnificent 7 stocks are under pressure – but falling valuations and strong earnings could signal a new buying opportunity.
Profit From What AI Can’t Get Enough Of
My colleague Eric Fry has spent decades studying how major trends play out and how investors can profit. And he says nearly everyone is looking…
This 1990s Supply Shortage Created 800% Gains – It’s Happening Again
In the 1990s, the explosion of internet infrastructure, personal computers, and networking hardware meant the world suddenly needed far more metals than usual. The result…
The 1990s Supply Shortage That Created 600% Gains
As I’ve often said, the biggest gains during a technological revolution don’t always come from the companies building the technology itself. They often come from…
One Path for How This War Ends (And What Markets Are Missing)
Iran rejects a ceasefire… how does this war resolve?… Luke Lango’s roadmap and timeline… a flurry of red flag headlines from private credit… it’s time…
The Next Three Weeks Could Determine Your Investing Year
What happens now that we’ve lost the 200-day moving average… will we have an off ramp in the Middle East… how to invest despite volatility……
The AI Boom Just Hit Its Next Bottleneck
Jonathan Rose’s POET trade keeps climbing… he expects a multi-bagger… copper versus fiber in datacenters… Luke Lango with the datacenter investing sequence… why Eric Fry…
Everyone’s Watching the Wrong Part of AI
In today’s Smart Money, let’s walk you through some emerging bottlenecks in AI, and I’ll show you why they could determine which companies win the next phase of the AI boom.
A $10 Trillion Shift Most Investors Will Miss
Beneath the surface of the AI boom, a series of hidden supply bottlenecks is beginning to tighten. And unlike interest rates or inflation data, which…
The Next Nvidia May Come From This Industry
The AI revolution requires enormous amounts of critical materials. When demand outruns supply, bottlenecks form – and the companies controlling those choke points can become…
Before Nvidia, There Was This Bottleneck
Tech booms create supply bottlenecks. From copper to AI metals, shortages can produce the biggest investment winners.
Relief Rally or False Signal?
Is the Iran War nearly over?… conflicting reports on what’s happening… how the markets looked on Friday before this rally… what the A, B, C…
2 Companies Tackling the AI Bottlenecks
To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the…
The First AI Bottleneck Made Millionaires. The Next One Is Forming Now.
After the launch of ChatGPT, there weren’t enough chips, networking components, or infrastructure to power the AI explosion. Two companies sat at the center of this compute…
NVIDIA Proved the AI Boom Is Far From Over
In today’s Market 360, I’ll explain why the “peak AI” crowd still has this story wrong, why NVIDIA remains one of the great companies of…
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